Institutional Sales
The primary responsibility of the Institutional Sales role is to identify opportunities and develop relationships with
Institutional investors and investment consultants in assigned institutional market channels.
Key Responsibilities / Duties:
• Identifies and cultivates prospects and/or clients
• Initiates and follows up on new business opportunities.
• Leads new business meetings and closes sales to institutional investors and consultants.
• Leverages the organization’s relationship with existing institutional accounts by developing and executing proactive,
creative, and ongoing contact initiatives.
• Develops and maintains relationships with sub-advisors and consultants.
• Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing
process.
• Collaborates with Marketing team on product and sales materials to ensure they are current and focused for the
applicable presentation, conference, or opportunity.
• Works closely with Appleton team members to further develop sales opportunities.
